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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1176
NBC Securities
Alabama
$599K +$648K +928 New
WDC
1177
Woodward Diversified Capital
California
$596K +$79.6K +114 +14%
LWAM
1178
Legacy Wealth Asset Management
Minnesota
$594K +$2.1K +3 +0.3%
PWP
1179
Phillips Wealth Planners
Mississippi
$592K +$23.1K +33 +4%
PHIC
1180
Pine Haven Investment Counsel
Massachusetts
$592K +$38.4K +55 +6%
BP
1181
BBR Partners
New York
$592K +$330K +473 +107%
AFG
1182
Alterity Financial Group
Maine
$589K +$17.5K +25 +3%
JDR
1183
Jay D. Rosenbaum
$587K +$29.3K +42 +5%
NP
1184
Ninepoint Partners
Ontario, Canada
$584K – – –
STCOSD
1185
Sageworth Trust Company of South Dakota
South Dakota
$582K – – –
BW
1186
Bison Wealth
Georgia
$580K +$2.79K +4 +0.4%
CA
1187
Claro Advisors
Massachusetts
$580K -$14K -20 -2%
GWANC
1188
Guardian Wealth Advisors (North Carolina)
North Carolina
$579K +$24.4K +35 +4%
EFL
1189
ERn Financial LLC
Wisconsin
$579K +$65K +93 +12%
FIA
1190
Foundations Investment Advisors
Arizona
$579K -$182K -261 -23%
USCWA
1191
U.S. Capital Wealth Advisors
Texas
$579K -$25.8K -37 -4%
WMP
1192
Wealth Management Partners
Arizona
$578K +$44K +63 +8%
LC
1193
Lavaca Capital
Texas
$577K – – –
WGCA
1194
Wolf Group Capital Advisors
Virginia
$577K -$14K -20 -2%
CA
1195
Continuum Advisory
Idaho
$576K +$17.5K +25 +3%
ANBT
1196
American National Bank & Trust
Texas
$571K +$402K +576 +187%
FMB
1197
Field & Main Bank
Kentucky
$570K +$27.2K +39 +5%
BPWM
1198
Badgley Phelps Wealth Managers
Washington
$566K +$27.9K +40 +5%
WPW
1199
Waldron Private Wealth
Pennsylvania
$565K -$21K -30 -3%
FDP
1200
Financiere des Professionnels
Quebec, Canada
$562K +$608K +870 New
46 47
48
49 50